Forward Consumer Partners, LLC

RIASEC RegisteredEst. 2023
Total AUM
$425M
Discretionary
$425M
100% of AUM
Avg account
$142M
Accounts
3
Employees
18
Advisory reps
1

Firm details

Headquarters
Greenwich, Connecticut
CRD number
327847
Registered since
December 5, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Forward Consumer Partners, LLC is organized as a limited liability company and operates as a private equity manager that is SEC-registered (2023). The firm’s client base is institutional, and it manages pooled investment vehicles rather than providing retail advisory services. It is structured to act as sponsor, general partner, and managing member of pooled vehicles and holds CPO/CTA business registrations and responsibilities, indicating capacity to operate commodity pools or provide commodity trading advisory services in addition to private fund management. Compensation is a mix of percentage-of-AUM fees and performance-based fees. Forward Consumer Partners is not identified as an active ESG investor and is not a multistate adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Brandon Staub

    PartnerCRD 8100535

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
2 Sound View Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth